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SOJE

Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060
SOJE

5 hedge funds and large institutions have $211K invested in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

0% more ownership

Funds ownership: 0.04% → 0.04% (+0%)

4% less capital invested

Capital invested by funds: $219K → $211K (-$8.54K)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
+$1.07K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1
Boyd Watterson Asset Management
Ohio
$177K – – –
TIM
2
Thompson Investment Management
Wisconsin
$17.6K – – –
UCB
3
United Community Bank
South Carolina
$10.1K – – –
1IA
4
1620 Investment Advisors
Massachusetts
$4.39K – – –
NS
5
NBC Securities
Alabama
$1K +$1.07K +61 New

SOJE Hedge Fund Activity: Q2 2025 in Review

5 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) for Q2 2025, worth a combined $211K — down 3.9% from $219K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new SOJE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was NBC Securities, opening a new position worth an estimated $1.07K.

  • 5 institutional investors held Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 (SOJE) as of Q2 2025, up from 4 in Q1 2025.
  • Funds reported $211K of Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 stock for Q2 2025, down 3.9% quarter-over-quarter.
  • 1 fund opened new Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 positions in Q2 2025 and 0 closed out, a net change of +1 holder.
  • The largest Southern Company Series 2020C 4.20% Junior Subordinated Notes due Oct 15 2060 buyer in Q2 2025 was NBC Securities, an estimated $1.07K added.

Based on aggregated 13F filings for Q2 2025.